ZIP REFUND

Already have an EFIN?

Keep your e-file identity and explore a more complete toolkit for your tax practice.

Build around the business you already have.

If you already hold an EFIN, or are in the process of obtaining one, Zip Refund can help you bring software, bank products, marketing materials, forms, and support together in one program.

You remain responsible for your own clients and workspace. Our team can explain how the program works with your EFIN and what terms apply to your practice.

There is no upfront Zip Refund program fee; the specific commission arrangement is reviewed with you before you join.

PTIN still matters.

An EFIN is associated with electronic filing authorization. A PTIN identifies an individual paid preparer. Tell us whether you have an EFIN in the qualification form, and make sure your PTIN is current for the season.

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Next step

Ready to work on your terms?

Tell us about your background and we’ll help you explore the right fit.

See if you qualify